CoreWeave (CRWV) shares are down 31% over the past month to $60.78 in afternoon trading, amid debt concerns hitting AI cloud stocks. Goldman Sachs forecasts CoreWeave's debt could approach $100 billion by 2028, or $149.5 billion including lease liabilities, with free cash flow staying negative through at least 2028. Even so, Goldman rates the stock Buy with a $106 price target, assuming GPUs last 4.5 to 6 years on average and clients prepay 20% of contracts. The bank projects revenue of $13 billion in 2026, $27.5 billion in 2027 and $47.5 billion in 2028, based on $129 billion in backlog commitments. The article says that climbing back above $70 would require proof of sustained demand, on-time data center deployments, prepayments that limit new borrowing and steady access to credit, with the Q3 2026 report as the next checkpoint.
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CoreWeavecloud computingartificial intelligencecreditNVDA
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NVDA
▼ Likely negativeNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/27/2026 | 217.88 |
| Change that session | +0.87% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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